Fortis Management Group

Financial ServicesUnited States11-50 Employees

Fortis Management Group helps ultra-high net worth families make informed financial decisions by providing ongoing, strategic analysis of their entire financial picture on a fee-only basis. We are a resourceful, dedicated team of expert-generalists providing the full spectrum of family office services, with one notable exception: Fortis will never provide investment advice. This allows us to remain an unbiased advisor and a true custodian of our clients’ best interests. Our clients respect us for our broad expertise, our transparency, and our ability to navigate complex scenarios—but it is ultimately our profound commitment to decency, integrity and close communication that earns us a seat at the table from one generation to the next.

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